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Identity Manager 9.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Requests for identities (page description)

To open the Requests for <identity> page go to Request > My Requests > Start a new request > Actions > Select a reference user.

On the Requests for <identity> page, you display and request products that a previously selected identity has already request (see Requesting products through reference users). This way, you have a quick method of requesting products that are important to you or your identities.

There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.

Table 78: Request status

Icon

State

The product was requested and is already assigned. You cannot make another request at the moment.

The product was already requested or it is not currently available. It cannot be requested at the moment.

A pending request already exists for this product. You cannot repeat the request at the moment.

The product was already assigned to the user.

NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested.

The following tables give you an overview of the various features and content on the Requests for <identity> page.

Table 79: Controls

Control

Description

Add to cart

Use this button to add to the shopping cart all the products you have selected using the check box next to the product in the Request column.

Create template

Use this button to create a request template that you can reuse later to save time (see Creating request templates).

Table 80: Columns

Column

Description

Request

Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, you can add these products to the shopping cart.

Full name

Shows you the product's name.

Description

Shows you the description of the product.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Products other identities requested (page description)

To open the Products other identities requested page go to Request > My Requests > Start a new request > Actions > Show products other identities requested.

On the Products other identities requested page, you can display and request products that other identities in the system have already requested (see Requesting products through peer groups). As a manager, you can also see products from the peer group of an identity that you manage. This way, you have a quick method of requesting products that are important to you or your responsible identities.

TIP: A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.

There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.

Table 81: Request status

Icon

State

The product was requested and is already assigned. You cannot make another request at the moment.

The product was already requested or it is not currently available. It cannot be requested at the moment.

A pending request already exists for this product. You cannot repeat the request at the moment.

The product was already assigned to the user.

NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested.

The following tables give you an overview of the various features and content on the Products other identities requested page.

Table 82: Controls

Control

Description

Add to cart

Use this button to add all the products you have selected using the (Add to cart) check box next to the product to the shopping cart.

Table 83: Columns

Column

Description

Selection

Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, you can add these products to the shopping cart.

Product

Shows you the product's name.

Number of identities

Shows you how many the peer group identities already own this product.

Distribution in the peer group

Shows you how many peer identities already own this product in percent.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Request history (page description)

To open the Request History page go to Request > My Requests > Request History (see Displaying request history).

On the Request History page, you can:

The following tables give you an overview of the various features and content on the Request History page.

Table 84: Controls

Control

Description

Advanced search

The advanced search allows you to control which product requests are displayed (see Displaying request history):

  • Requests submitted by you for yourself: Select this check box to display product requests you placed yourself.

  • Requests submitted by you for others: Select this check box to display product requests you placed for other identities.

  • Requests submitted by others for you: Select this check box to display product requests other identities placed for you.

  • Requests submitted by other users: Select this check box to display product requests placed by other identities that report to you.

  • Filter by request number: Enter the request number of the request you want to display.

  • pending: Select this check box to display product requests that are not yet approved (status: Request).

  • Approved: Select this check box to display product requests that have been granted approval (status: Assigned).

  • Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed (state: Canceled, Denied, Unsubscribed).

Click Search to apply the filter criteria to the request history.

Click Reset to reset the filter criteria to the default search.

Table 85: Controls in the details pane of a product

Control

Description

Submit again

Use this button to request the product again (see Resubmitting requests).

After you enter a reason, the product will be added to your shopping cart and you can submit the request (see Submitting requests).

Cancel

Use this button to withdraw the selected product request (see Canceling requests). The button is only displayed if the product has the status Request.

Recall last question

Use this button to recall the question that you asked another identity about the product request (see Deleting inquiries about pending requests).

Withdrawing delegation

Use this button to withdraw the delegation of the approval (see Withdrawing delegations from pending requests). To do this, the request approval must have been transferred to another identity beforehand (see Delegating approvals of pending requests to other identities).

Withdrawing additional approval

If you have appointed an additional approver for this product request (see Appointing additional approvers to pending requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers of pending requests).

Revoking hold status

Use this button to release the request for approval again so that it can be processed by the approvers (see Revoking hold status of pending requests).

Table 86: Columns

Column

Description

Product

Shows the name of the product that was requested.

State

Shows the current status of the product request (see Approving and denying requests).

The following status' are possible:

  • Assigned: The product request was successful and the product was successfully assigned.

  • Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.

  • Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Renewal: The product has been renewed (see Renewing products with limit validity periods).

  • Unsubscription: The product is being unsubscribed (see Unsubscribing products).

  • Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .

  • Canceled: The product request was canceled (see Canceling requests) or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.

  • Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.

Request date

Shows when the product was requested.

Recipient

Shows for whom the product was requested.

Shopping cart

Shows you the request number of the total request with which the product was requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

Renewing or unsubscribing (page description)

To open the Renew or renew page go to Request > My Requests > Edit Requests.

On the Renew or Unsubscribe page, you can:

The following tables give you an overview of the various features and content on the Renew or Unsubscribe page.

Table 87: Controls

Control

Description

Requests for

Shows you the identity whose products you are displaying.

Use the Change button to select whose products you want to display.

Unsubscribe

Use this button to unsubscribe the selected product (see Unsubscribing products).

Renew

Use this button to renew the validity period of the selected product (see Renewing products with limit validity periods).

Table 88: Controls in the details pane of a product

Control

Description

Escalate request

Use this button to escalate the product request. If the approver responsible is not available for an extended period or has no access to Web Portal, then the fallback approver or member of the chief approval team can make an approval decision. The button is only displayed if the product can be escalated. For more information, see Escalated requests.

Show request

Opens the Request overview page (see Request overview ((page description))).

Use this button to display the entire request used to request this product.

Withdraw request

Use this button to withdraw the selected product request (see Canceling requests). The button is only displayed if the product has the status Request.

Table 89: Columns

Column

Description

Valid until

Shows you when product expires.

Product

Shows you the product's name.

State

Shows the current status of the product.

The following status' are possible:

  • Assigned: The request was successful and the product was successfully assigned to you.

  • Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Unsubscription: The product is being unsubscribed. In the details pane, on the Workflow tab, you can see the current position in the workflow.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

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